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Jeffrey Kevin Kutz

Jeffrey K. Kutz

ARBORSTONE FINANCIAL | Financial Advisor
ANDOVER, MA 01810
Some features on this profile are disabled
CRD#: 2309515
Jeffrey Kevin Kutz

Professional summary

Jeffrey Kevin Kutz, CFP®, who also goes by Jeffrey K Kutz, is a registered financial advisor currently at ARBORSTONE FINANCIAL, LLC located in Andover, Massachusetts.

Jeffrey is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1993. Jeffrey has worked at 3 firms and has passed the Series 63, SIE and Series 7 exams.

Question & Answer

What are your service offerings?
Retirement Planning Strategies
What is your minimum asset requirement?
1
Are you a "fiduciary"?
Yes

Aliases

Jeffrey K Kutz

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Jeffrey Kevin Kutz's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Certified Financial Planner

Start date: 1996

Experience

Current

January 6, 2026 - Present

ARBORSTONE FINANCIAL, LLC

Office #1: 10 New England Business Center Drive Suite 109, Andover, MA 01810
RIA
CRD#: 338225
ANDOVER, MA
Past

February 11, 2013 - January 12, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

RIA
CRD#: 6363
ANDOVER, MA
Past

February 5, 1993 - July 3, 2006

IDS LIFE INSURANCE COMPANY

BD
CRD#: 6321
MINNEAPOLIS, MN
Past

February 5, 1993 - January 12, 2026

AMERIPRISE FINANCIAL SERVICES, LLC

BD
CRD#: 6363
ANDOVER, MA

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Massachusetts
(1/6/2026)
IAR
Texas
(1/6/2026)

Exams

State Security Law Exam
RR
Series 63
Date: 2/11/1993
Uniform Securities Agent State Law Examination
General Industry/Product Exam
RR
SIE
Date: 10/1/2018
Securities Industry Essentials Examination
General Industry/Product Exam
RR
Series 7
Date: 1/28/1993
General Securities Representative Examination

Current Firm

AF
ARBORSTONE FINANCIAL, LLC
ARBORSTONE FINANCIAL, LLC

CRD#: 338225 / SEC#: 801-134355

RIA
Registered Investment Advisory firm - (1/6/2026 120-Day Approval)
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Contact information

Main Address
10 New England Business Center Drive Suite 109, Andover, MA 01810
Mailing Address
Phone number
(979) 269-6344
Established
Firm type
Fiscal year end
# of Employees
5

SEC notice filing (3 States and Territories)

Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Documents

Customer Relationship Summary (CRS / SEC)Latest Form ADV

Part 2 Brochures

ARBORSTONE FINANCIAL, LLC DISCLOSURE BROCHURE AND BROCHURE SUPPLEMENTS (1/6/2026)
0

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information

ARBORSTONE FINANCIAL, LLC

Financial AdvisorCRD#: 338225Andover, MA 01810

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Contact information

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